... when it comes to the tax ramifications associated with the investments in their portfolio. It can go either way –Have you ever not wanted to sell a position that is down thinking it will come back? Conversely, ...

... bumpy (turbulent), don’t try and time it ; it’s like trying to step out of the plane or think you know which flight will be less bumpy. You can’t predict it but you can prepare for it. Get your shopping ...

... world we think this is nonsense! My Portfolio Guide asks you to reconsider the value you’re actually getting from your current advisor. Are they charging you 2%...or even 1%? (with another layer of fees ...

... not “independent purchase decisions made over time”. In other words, most individual investors think of investing as a purchase decision and consequently purchase investments at different times, under ...

... team is the driving force for this company and there is no reason to think that they cannot continue to push this company forward in the coming years. When looking at adding UA to an investment portfolio ...

... benchmark What adjustments did we make? As usual we enjoyed several dividends hitting the portfolio. Although we believe it’s futile to think one can prepare for a correction, we continued to whittle ...

... is a behemoth in the mutual fund industry as it is one of the largest mutual funds in the United States. The name can be a bit misleading as it leads investors to think that it would be in opposition to ...

... relationship evolves as well. You think about them differently whether it’s over the holidays or upon learning of what is impacting them at key inflection points in their lives. When a client leaves ...

... bias. Improper Diversification  Individuals will often have a concentrated position with their employers stock or in a company that has been posting impressive results (think Apple, Google, Tesla, ...

... had a correction of -10% or more since October 3, 2011. Like many investors out there we firmly believe a correction of -10% to -20% is coming this year but we don’t think it will be the start of a bear ...

... Here’s a brief background and then a summary of an actual conversation between two financial advisors:   Both financial advisors began their careers working for major wirehouse firms (think Morgan ...

... you might need an accountant, an attorney, an Enrolled Agent or a CPA – or perhaps none of them! Not all of these professionals do the same thing. It’s critical to think about whatyou really need before ...

... into thinking there’s still plenty of steam left in this long-toothed bull market! After that a correction is all but guaranteed and even if we finish the year higher (which we think is highly likely) ...

... prove to add the most value to portfolios. Let’s get into our brackets: #3 Disney (DIS) vs #10 Mylan (MYL) Any investor who looks at Disney (DIS)... and thinks it is only about Mickey Mouse, ...

... so could mean saving a significant amount of time, effort, money and sleepless nights.   If you think you have an AB Trust, it is highly advisable that you speak with your estate attorney about whether ...

...  only tell you how well they did if it happened…and in this case many are chasing returns in obvious and already well performing asset classes) Overall, we think that there is far more value overseas tha ...

... jewlery boxes or considering pulling a gold tooth to trade it in at the local “Cash for Gold” store…we can calmly revisit the possibility of investing in gold. From a technical standpoint we think it’s ...

...  market” or a correction, you should have a crystal clear game plan on what you plan on doing once the bleeding stops. To that end, we do in fact think this is near-term turbulence, and albeit welcomed ...

... of interest that the average investor is never aware of or informed about.  Think back to some of the situations that have negatively impacted investors in just the last few years: Bernie Madoff, Insider ...

... $14, which we think it will, you could see a sizeable breakout. CLNE currently trades right around $12/share and as of this writing has a 52 week low of $10.63 and a 52 week high of $14.83. Aside from ...